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Xactly Commission Expense Forecasting (CEF) is a tailor-made tool for forecasting the financial risks based on the wide variations in potential incentive compensation, allowing companies to adjust commissions based on deal changes. EASILY RUN COMMISSION FORECASTS Xactly CEF lets organizations calculate and report on possible revenue outcomes down to the individual line- item level, (including employee, customer, product, and contract), in order to check and account for all possible expense triggers. As deals and pipeline are adjusted throughout the compensation payout period, companies can quickly and easily update commission forecasts. IMPROVE TIMELINESS OF ACCRUALS With Xactly CEF, finance teams can choose a revenue forecast scenario in Salesforce, run a commission calculation across actual and forecasted revenue, and get instant results. With the ability to immediately view anticipated commission expenses, companies can ensure that their accruals will be in line with final reported financial numbers and reduce risk of higher level unforeseen costs. INCREASE FORECAST ACCURACY With Xactly CEF, forecasts are based on the most recent information sales reps have entered into their Salesforce pipeline. Forecasts can be instantly adjusted throughout the period as pipeline opportunities are updated, providing finance and executive teams with faster access to critical information. By modeling potential sales scenarios and calculating the earnings impact, organizations improve forecasting accuracy for revenue and expenses. SALESFORCE INTEGRATION AND REPORTING With Salesforce integration and single sign on, Xactly CEF gives finance and executive teams access to commission expense data from their existing dashboard and lets management leverage standard and familiar Salesforce reporting tools. X a c t l y Commission E x p e nse F o rec a s t i n g (CE F )

Xactly Commission Expense Forecasting (CEF) · 2018-07-27 · SALESFORCE INTEGRATION AND REPORTING With Salesforce integration and single sign on, Xactly CEF gives finance and executive

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Xactly Commission Expense Forecasting (CEF) is a tailor-made tool for forecasting the financial risks based on the wide variations in potential incentive compensation, allowing companies to adjust commissions based on deal changes.

EASILY RUN COMMISSION FORECASTSXactly CEF lets organizations calculate and report on possible revenue outcomes down to the individual line-item level, (including employee, customer, product, and contract), in order to check and account for all possible expense triggers. As deals and pipeline are adjusted throughout the compensation payout period, companies can quickly and easily update commission forecasts.

IMPROVE TIMELINESS OF ACCRUALSWith Xactly CEF, finance teams can choose a revenue forecast scenario in Salesforce, run a commission calculation across actual and forecasted revenue, and get instant results. With the ability to immediately view anticipated commission expenses, companies can ensure that their accruals will be in line with final reported financial numbers and reduce risk of higher level unforeseen costs.

INCREASE FORECAST ACCURACY With Xactly CEF, forecasts are based on the most recent information sales reps have entered into their Salesforce pipeline. Forecasts can be instantly adjusted throughout the period as pipeline opportunities are updated, providing finance and executive teams with faster access to critical information. By modeling potential sales scenarios and calculating the earnings impact, organizations improve forecasting accuracy for revenue and expenses.

SALESFORCE INTEGRATION AND REPORTINGWith Salesforce integration and single sign on, Xactly CEF gives finance and executive teams access to commission expense data from their existing dashboard and lets management leverage standard and familiar Salesforce reporting tools.

Xactly Commission Expense Forecasting (CEF)

Sales CapacityForecasting

Quota AllocationTerritory Alignment & Optimization

Compensation ManagementCommission Expense Accounting

Sales AnalyticsCoaching Quota Attainment

Objectives Management

13+ Years of Pay and Performance Data

All of This is Backed by Xactly’s Superior Service and Support

PLANNINGStreamline and simplify sales planning processes, including territory, quota and workforce planning, incentive compensation design, and accrual forecasting

• Increase productivity – by lowering the time spent on territory planning and gaining selling time with compact and travel efficient territories

• Build trust – with error free compensation payouts data-driven territory design • Increase forecasting accuracy – by easily running commission forecasts as deal change

EXECUTIONAchieve higher growth with a motivated and engaged sales force and ensure critical processes are executed faster and more accurately with ICM and commission expense accounting

• Provide accurate financial forecasts – with a more precise picture of your company’s commissions data• Maximize the ROI of your SPM solutions – with standards-based data integration capabilities that fit within

your existing infrastructure• Automate key business workflows – to increase efficiencies, improve alignment and eliminate errors

OPTIMIZATIONHarness the value of AI and ML to optimize the performance of your sales organization with access to 13+ years of aggregated pay and performance data and provide a recommended course of action

• Drive sales productivity – with a comprehensive view into the health and performance of your sales team in order to make needed adjustments

• Quickly spot risk factors – predict sales rep attrition, clusters of under-performance, and changes in sales indicators

• Make coaching more effective – with individual performance insights, such as year-over-year quota attainment comparisons and access to staked rankings comparisons

Xactly, 300 Park Avenue, Suite 1700, San Jose, CA 95110© 2016-2018 Xactly Corporation. All rights reserved. All registered trademarks and trademarks” are the property of Xactly.

For More Information Visit www.xactlycorp.com or call 1.866.GO.XACTLY (469.2285) to learn how Xactly lets you pay sales commissions on time and error free, motivating your sales team to do more.